3 Lessons Learned in 2022 So Far | Investing

2022 has been a tough year all around for people.  Headwinds such as the lingering effects of COVID-19, rising interest rates, rising inflation, rising commodity prices, the Russia/Ukraine War, falling stock and bond market, and then an economy that seems to be having a hangover in general.  It has been a lot.

With all this going on, it has been hard to conceptualize how it all works together and how it affects you financially (you as an everyday person).  In this episode, I'm breaking down three observations I've seen in the investment markets and following that up with what we can learn from those observations.  I try to explore these observations and lessons learned through a greater financial planning lens for the everyday person.

 

01:00 - Intro 

02:55 - Observation 1: Equity markets have had their worst start in 50 years

03:40 - What can we learn: Let’s let history be our guide (look at the SP500 from 1942-until today…80 years)

 

05:12 - Observation 2: The Bond market has been crushed & this is actually a bigger deal

07:33 - What can we learn:  Definitely should’ve been looking at your bond holdings but if you haven’t, there’s still time

   

08:30 - Observation 3: Volatility 

09:12 - What can we learn:  In the last 20-plus years, 21 of the 25 worst trading days were followed within a month by one of the best 25 trading days

 

 

Ryan Hitchcock

Financial Planner

High Point Capital Group

Direct: 414-253-4611

rhitch@hpcg.com

 

Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is not a guarantee of future results.  Securities and investment advisory services offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF. 

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